Every household remembered.Every conversation put to work.
Speak naturally as soon as a meeting ends. ClientPulse captures the details while they are fresh, updates the household and policies, sets the next appointment, and sends the reminder — while X-date autopilot and personal touchpoints keep every relationship moving forward.
Household — The Ramirez Family
Auto · Home · Umbrella
- Policies in force
- 4
- Annual premium
- $6,340
- Carrier
- Travelers / Progressive
- Cross-sell gap
- Life — not quoted
- Next renewal
- Oct 3 · X-date Sep 3
Finish the meeting. Speak the follow-up. Keep the household moving.
No retyping scattered notes at the end of the day. Dictate naturally while the conversation is fresh, and ClientPulse turns it into an accurate, organized next step.
- 01
Speak naturally
Recap the meeting in your own words — clients, policies, concerns, decisions, and opportunities.
- 02
Records update
ClientPulse parses the conversation and places each detail into the right household and policy fields.
- 03
The next meeting is set
Name the date and time as you speak, and the next appointment is added before anything is forgotten.
- 04
The client is reminded
An appointment reminder is prepared and sent, while the full activity stays with the client record.
Five books, one system of record
Each line gets its own pipeline, stages, fields, and cadences — while the principal sees the whole agency.
Personal Lines
Auto, home, and umbrella — households tracked together instead of policy by policy.
- Household members, vehicles, and properties
- Carrier, policy #, premium, and coverage limits
- Renewal date and X-date reminders
- Bundling and cross-sell gaps
- Claim status and service history
Commercial Lines
BOP, GL, workers' comp, and fleet accounts with the whole buying committee mapped.
- Legal entity, locations, and payroll/receipts basis
- Coverage schedule and certificates issued
- Loss runs, mod factor, and safety notes
- Broker of record and renewal marketing plan
- Decision makers, CFO, and ops contacts
Benefits & Medicare
Group benefits and senior market work built around open-enrollment cadence.
- Plan year, carrier, and enrollment counts
- AEP / OEP task cadence per client
- Compliance documents and signed forms
- Eligibility dates and follow-up calls
- Referral source and household spillover
Life Insurance & Long-Term Care
Term, whole, universal life, and LTC planning tied to the household's protection timeline.
- Policy type, face amount, and beneficiary notes
- Underwriting status and exam dates
- Premium mode and policy anniversary
- LTC benefit triggers and elimination period
- Cross-sell from P&C reviews
Annuities
Fixed, indexed, and immediate annuities managed alongside the client's retirement income plan.
- Annuity type, carrier, and account value
- Surrender schedule and free withdrawal dates
- Income rider elections and start dates
- Beneficiary and distribution preferences
- Renewal / review cycle per contract
Everything the agency runs on
The full ClientPulse platform — the same engine behind our salon and consulting verticals — retuned for insurance.
Renewal & X-date autopilot
Every policy carries a renewal and X-date. ClientPulse queues the call, the text, and the email at 90 / 60 / 30 days so nothing lapses quietly.
Producer pipelines
Quote → application → underwriting → bound → issued, with weighted premium and win/loss reason on every opportunity.
Producer & CSR bench
Add licensed staff by line of authority, appointed carriers, state licenses, and renewal dates — with per-producer books and workloads.
Booking & calendar sync
Clients book policy reviews, quote appointments, and enrollment meetings against each producer's real availability, two-way synced with Google Calendar.
Video policy reviews
One-click video review from the household record. The recording is never stored — only the AI recap lands on the client timeline.
AI call recaps & action items
Every call becomes clean bullet notes, decisions, and owners, filed against the right household, policy, and opportunity.
Sequenced outreach
Multi-step email and SMS cadences: new-quote follow-up, non-renewal save, annual review invite, cross-sell, and dormant-book revival.
Voice intake & dictation
Dictate a new household or a post-call debrief between appointments; AI fills the fields and files the notes.
MyFamilyPulse retention gifts
Gift clients a free MyFamilyPulse account — automatic birthday and anniversary greetings that keep your agency's name in their life all year.
Document vault
Dec pages, applications, ACORD forms, certificates, and signed E&O acknowledgements stored per household with the email thread beside them.
Agency dashboards
Premium in the pipeline, bound this month, retention rate, upcoming renewals, overdue tasks, and producer performance at a glance.
Privacy by design
Row-level isolation per agency, no stored meeting video, consent-tracked SMS, and an auditable communication history per client.
Cadences built around the X-date
Six ready-made sequences load with your workspace. Edit the copy, keep the timing.
New quote follow-up
Day 0 quote recap · Day 2 coverage explainer · Day 5 bind nudge
Turn quotes into bound policies
Renewal 90/60/30
90d review invite · 60d remarket check · 30d confirm
Protect retention before the X-date
Non-renewal save
Same-day call task · Option comparison · Owner escalation
Keep the household in the agency
Cross-sell / bundle
Auto → home gap · Umbrella offer · Life conversation
Raise policies-per-household
Annual review invite
Booking link · Reminder · Post-review recap
One documented review per client per year
Referral & birthday touch
Birthday greeting · Referral ask · MyFamilyPulse gift
Grow the book from the book
Price shoppers leave. People who feel remembered stay.
Gift every household a free MyFamilyPulse account from their client record. It sends their family's birthday and anniversary greetings automatically — with your agency's name on the gift, every single time.
One click from the record
Open a client, press Gift MyFamilyPulse, and their account is provisioned and emailed to them.
Year-round presence
They see your agency every time a greeting goes out — not only at renewal.
Referrals follow
Households that hear from you between renewals refer at a materially higher rate.
Test-drive the insurance workspace
Free trial, no credit card. Sign in on the agency page and land straight in your CRM.